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Configuring security group settings
Configuring security group settings

How to set up your team's security access to different parts of the system

Kate Shove avatar
Written by Kate Shove
Updated over a week ago

If you have invited a team member to be a new user, you will need to set up their Security Group too. You can see how to do this below

  1. Adding to an existing group: go to Security -> Security Groups

  2. Click Unassigned or the group the team member is currently in -> Drag and drop the team member into their new group

  3. Creating a new group: go to Security -> Security Groups -> Create new security group

  4. Click the new group -> On the right hand side, you can relabel this group so you know what it is ie Managers, or Phone Access

  5. Go down the list of permissions and select Allow for the permissions you want this security group to have

  6. Click Unassigned or the group the team member is currently in -> Drag and drop the team member into their new group

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